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JPL Wealth Management’s Fidelity D&D Bancorp FDBC Stock Holding History

JPL Wealth Management’s Portfolio FDBC Stock Details FDBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$44 Buy
+1
New +$44 ﹤0.01% 1510

Other funds holding FDBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FDDB
Fidelity D&D Bancorp Dunmore, Pennsylvania $249M AUM 18.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LSWP
Liberty Square Wealth Partners Bethlehem, Pennsylvania $358M AUM 17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JPL Wealth Management's FDBC Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Fidelity D&D Bancorp (FDBC) in Q1 2026: 1 share worth $44. The stake represents ﹤0.01% of the portfolio and ranks #1510 among its holdings.

87 funds tracked by Wall St. Rank hold FDBC as of Q1 2026.

  • JPL Wealth Management held 1 share of Fidelity D&D Bancorp worth $44 as of Q1 2026.
  • Fidelity D&D Bancorp was a new JPL Wealth Management position in Q1 2026.
  • Fidelity D&D Bancorp made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #1510 holding.
  • 87 funds tracked by Wall St. Rank held Fidelity D&D Bancorp as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.